FINMO to Salesforce Migration: Key Steps and Tips
About Systems Finmo Finmo is a digital platform that helps mortgage brokers manage and simplify the loan application process. This cloud-based ...
Supercharge Customer Experience with the Power of Zendesk To Salesforce Integration
INTRODUCTION Salesforce CRM is a leading customer relationship management platform trusted by businesses worldwide. With its comprehensive suite of features and cloud-based infrastructure, Salesforce CRM empowers organizations to effectively manage customer interactions, drive sales, and deliver exceptional customer experiences. Zendesk support is a well-known ticketing system specifically designed for tracking, prioritizing, and solving customer support…
Top Five Free Salesforce AppExchange Apps Every Org Must Have
Introduction Salesforce AppExchange is home to thousands of apps designed to extend the power of your CRM. With so many options, choosing the right ones can be overwhelming. To save you time, we’ve curated five must-have Salesforce AppExchange apps that drive productivity, data insights, and user adoption. 1. Smart Lists AppExchange Link 🔗 Key Features…
Transforming Event Networking: From Business Cards to Salesforce Leads in Seconds
The Pain Point — Manual Entry of Visiting Cards Why Events Create a Lead Management Nightmare In today’s fast-paced business world, connections are everything. Our client regularly participates in industry events, conferences, and networking meetups — meeting hundreds of prospects in a matter of days. Naturally, they collect just as many business cards. But here’s…
How We Solved Real Estate CRM Pains: A Seamless Migration from Podio to Salesforce
📍 Client Overview Our client is a rapidly growing US based real estate investment company specializing in lead generation, property acquisitions, and dispositions. They have thousands of Agents and Brokers, Realtors in their CRM – Their teams manage complex workflows involving agents, buyers, and sellers across multiple locations. They have following processes in built in…
Customized Lead Import Tool for Sales Reps in Salesforce
How quickly you import Leads into Salesforce Org? It’s most crucial part to generate the Leads or buy the Leads ...
External image not displaying in Salesforce
Description If an external image is not displaying in a Salesforce or Community (Experience Cloud), this is likely due to ...
Organize the records in Salesforce by using Personal Labels
Introduction Salesforce has introduced “Personal Labels” feature in Summer’24. Your users can create their own personal labels and tag records ...
How can Partner User access all Tasks in Partner Community in Salesforce
REQUIREMENT To set up a Partner Community where multiple users from the same account can view each other’s Tasks, we ...